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Sponsor portfolio

JULIE W. ALLISON, P.A.

EIN 42-1691708-legal services-Latest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
7
4601 SHERIDAN STREET, SUITE 212 - HOLLYWOOD, FL 33021305-335-4015LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#001401k-$1.8M - 4 part#002CashBalance-$1.1M - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • ALLISON LAW 401(K) (#001)62%
  • CASH BALANCE PLAN (#002)38%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ALLISON LAW 401(K) (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALLISON LAW 401(K) PLAN

401k

Assets$1.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALLISON LAW CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALLISON LAW 401(K) PLAN401k$1.8M42025
002ALLISON LAW CASH BALANCE PLANCashBalance$1.1M32024
Retirement plans
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